Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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Find The Best Financial Advisors in Colorado

Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future.

Trusting someone to manage your finances is a big step to take. Finding the right financial advisor in Alabama involves going through a number of financial expert profiles and a large number of options can leave you confused.

How To Find The Best Financial Advisors in Colorado
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Colorado, FinancialAdvisor.net is a useful resource. We've compiled a list of the 17 vetted financial advisors and 337 non-vetted financial advisors in Colorado, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Colorado have an average of 27 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Colorado

Adam J. Strickman

Ethos Financial Partners

303-252-9777

Address

9351 Grant St.,
Suite 300,
Thornton, CO 80229 See Details

Darren Meyer

Everest Wealth Advisors

720-826-1092

Address

8400 E. Prentice Ave,
Suite 1010,
Greenwood Village, CO 80111 See Details

Jeffrey Wren

LPL Financial Corporation

303-909-7883

Address

2759 W Riverwalk Cir Unit A,
Unit A,
Littleton, CO 80123 See Details

William (Bill) Reynolds

Reynolds Financial Solutions

949-440-1670

Address

558 Castle Pines Parkway, B4-144,
Castle Pines, CO 80108 See Details

Mark Starosciak

Infinium Investment Advisors, LLC

720-253-1818

Address

50 South Steele Street,
#830,
Denver, CO 80209 See Details

Matthew Kelley

Gold Medal Waters

720-887-1299

Address

4551 13th Street,
Boulder, CO 80304 See Details

Adam Brunin

Navigation Wealth Management

970-672-1236

Address

2038 Caribou Dr.,
Unit 100,
Fort Collins, CO 80525 See Details

Asbury Wealth Partners

719-531-6276

Address

Layman Lewis Financial Group

970-669-1225

Address

5401 Stone Creek Circle,
Suite 201,
Loveland, CO 80623 See Details

Empower

855-855-8005

Address

8515 E. Orchard Road,
Greenwood Village, CO 80111 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

Peak Financial Management

303-255-2252

Address

10901 W 120th Ave,
#135,
Broomfield, CO 80021 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

1120 W. 122nd Avenue,
Suite 300,
Westminster, CO 80234 See Details

X Advisors, LLC

303-322-9320

Address

600 S Cherry Street, Suite 226,
Denver, CO 80246 See Details

Top Financial Advisor Firms in Colorado (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
JANUS HENDERSON INVESTORS 151 Detroit Street, Denver, CO, 80206	104652	$239,345,489,058	6602	A percentage of AUM, Performance Based
EMPOWER ADVISORY GROUP, LLC 8515 East Orchard Rd 4t2, Greenwood Village, CO, 80111	112058	$134,279,160,181	188739	A percentage of AUM, Fixed fees
PUBLIC TRUST ADVISORS, LLC 717 17th Street, Suite 1850 Denver, CO, 80202	159189	$81,139,239,094	82	A percentage of AUM, Fixed fees, Other (CONSULTING FEES)
TRANSAMERICA ASSET MANAGEMENT, INC. 1801 California Street, Suite 5200 Denver, CO, 80202	107376	$65,938,129,807	135	A percentage of AUM, Fixed fees
EMPOWER CAPITAL MANAGEMENT, LLC 8515 East Orchard Road, 2t3, Greenwood Village, CO, 80111	107272	$64,880,528,684	154	A percentage of AUM, Fixed fees
MERCER GLOBAL ADVISORS INC. 1200 17th Street, Suite 500 Denver, CO, 80202	147363	$45,350,198,548	86945	A percentage of AUM, Hourly charges, Fixed fees
ALPS ADVISORS, INC. 1290 Broadway, Suite 1000, Denver, CO, 80203	134340	$24,019,792,910	7	A percentage of AUM, Fixed fees, Other (QUARTERLY, ASSET-BASED LICENSING FEE)
KSL CAPITAL PARTNERS 100 St. Paul Street, Suite 800 Denver, CO, 80206	155677	$23,349,884,257	50	A percentage of AUM, Performance Based, Other (PORTCO TRANS, MONITORING, CONSULTING, MARGIN, AND DIRECTORS FEES)
ARROWMARK COLORADO HOLDINGS, LLC 100 Fillmore Street, Suite 325 Denver, CO, 80206	149120	$21,568,739,948	149	A percentage of AUM, Performance Based
NORTHWOOD INVESTORS LLC 1819 Wazee Street, Denver, CO, 80202	161406	$8,849,768,102	33	A percentage of AUM, Performance Based, Other (ACQUISITION FEE)
MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC 5299 Dtc Blvd., Suite 1000, Greenwood Village, CO, 80111	149122	$7,728,468,201	69	A percentage of AUM, Hourly charges, Fixed fees
BEAR CREEK ASSET MANAGEMENT, LLC 1200 17th Street, Suite 970 Denver, CO, 80202	137677	$7,457,031,060	176	A percentage of AUM, Performance Based
1888 INVESTMENTS, LLC 1401 Lawrence Street, Suite 1920 Denver, CO, 80202	312491	$5,903,565,233	36	A percentage of AUM, Performance Based
REVELSTOKE CAPITAL PARTNERS 260 N. Josephine St., Suite 500 Denver, CO, 80206	173859	$5,493,402,577	21	A percentage of AUM, Performance Based, Other (SEE SCHEDULE D - MISCELLANEOUS)
SMITH CAPITAL INVESTORS, LLC 1430 Blake Street, Denver, CO, 80202-1316	294402	$5,271,991,016	2	A percentage of AUM

Select other cities around Colorado to broaden your search for a financial advisor

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Find The Best Financial Advisors in Colorado

How To Find The Best Financial Advisors in ColoradoLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Colorado

Ethos Financial Partners

Address

Everest Wealth Advisors

Address

LPL Financial Corporation

Address

Reynolds Financial Solutions

Address

Infinium Investment Advisors, LLC

Address

Gold Medal Waters

Address

Navigation Wealth Management

Address

Address

Address

Address

Address

Address

Address

Address

Top Financial Advisor Firms in Colorado (Ranked by AUM)

Select other cities around Colorado to broaden your search for a financial advisor

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

How To Find The Best Financial Advisors in Colorado
Last Updated - 13-Jun-2023

Find an Advisor
It's Fast, Free & Easy